Civic Intelligence

Liberty Hall Inc

990 • Fiscal year 2017 • EIN 61-0469278

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 15, 2017

Organization ProfileWWW.LIBERTYHALL.ORG
202 Wilkinson StreetFrankfort, KY 40601

(502) 227-2560

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.11x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-0.9%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$56,197

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,935,750

Up $87,326 (+4.7%) from 2016

Net Assets

Up

$1,893,273

Up $81,122 (+4.5%) from 2016

Liabilities

Up

$42,477

Up $6,204 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin36th percentile

Revenue

Up

$377,319

Up $45,159 (+14%) from 2016

Expenses

Up

$380,597

Up $46,302 (+14%) from 2016

Net Income

Down

-$3,278

Down $1,143 (-54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,943,562Liabilities 2011: $111,174Net Assets 2011: $1,832,3882011Assets 2012: $1,863,540Liabilities 2012: $147,606Net Assets 2012: $1,715,9342012Assets 2013: $1,899,881Liabilities 2013: $95,228Net Assets 2013: $1,804,6532013Assets 2014: $1,928,165Liabilities 2014: $29,013Net Assets 2014: $1,899,1522014Assets 2015: $1,947,294Liabilities 2015: $30,358Net Assets 2015: $1,916,9362015Assets 2016: $1,848,424Liabilities 2016: $36,273Net Assets 2016: $1,812,1512016Assets 2017: $1,935,750Liabilities 2017: $42,477Net Assets 2017: $1,893,2732017Assets 2018: $2,080,771Liabilities 2018: $52,674Net Assets 2018: $2,028,0972018

Highlighted filing

2017

Assets$1,935,750
Liabilities$42,477
Net Assets$1,893,273
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $448,292Expenses 2011: $602,088Net Income 2011: -$153,7962011Revenue 2012: $467,069Expenses 2012: $497,807Net Income 2012: -$30,7382012Revenue 2013: $420,243Expenses 2013: $394,073Net Income 2013: $26,1702013Revenue 2014: $384,657Expenses 2014: $320,655Net Income 2014: $64,0022014Revenue 2015: $428,296Expenses 2015: $312,353Net Income 2015: $115,9432015Revenue 2016: $332,160Expenses 2016: $334,295Net Income 2016: -$2,1352016Revenue 2017: $377,319Expenses 2017: $380,597Net Income 2017: -$3,2782017Revenue 2018: $407,667Expenses 2018: $322,575Net Income 2018: $85,0922018

Highlighted filing

2017

Revenue$377,319
Expenses$380,597
Net Income-$3,278
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$524,134
Mission and Program Overview

Mission

The mission of the organization is to educate the public by interpreting the life and time of senator john brown and his descendants. The organization will collect, document, preserve, conserve, and exhibit the social domestic, and horticultural aspects of kentucky life beginning with 1796 at liberty hall and 1835 at the orlando brown house. Liberty hall historic site will provide opportunities for enrichment to the wides possible audience based upon the highest professional museum standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,717,694$1,751,775▲ $34,081
Savings and Temporary Cash Investments$94,179$135,846▲ $41,667
Land, Buildings, and Equipment, Net$29,493$37,223▲ $7,730
Prepaid Expenses and Deferred Charges$6,013$9,861▲ $3,848
Inventories for Sale or Use$1,045$1,045→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$1,848,424$1,935,750▲ $87,326
Other Assets Total-$0-
Liabilities
Deferred Revenue$28,864$34,175▲ $5,311
Accounts Payable and Accrued Expenses$7,409$8,301▲ $892
Other Liabilities-$1-
Total Liabilities$36,273$42,477▲ $6,204
Net Assets / Fund Balance
Unrestricted Net Assets$1,790,273$1,822,317▲ $32,044
Temporarily Rstr Net Assets$21,878$70,956▲ $49,078
Total Net Assets Fund Balance$1,812,151$1,893,273▲ $81,122
Total Liabilities and Net Assets / Fund Balance$1,848,424$1,935,750▲ $87,326

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,770$29,560$53,330
Equipment$8,620$22,451$31,071
Leasehold Improvements$4,833$167$5,000
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Julienne FosterExecutive DirectorFT$56,197$56,197

Board Members and Trustees

NameTitle
Leslie MillerPast President
Sharon CoxPresident
Alyce HoskinsDirector
Annie Duncan-ponvertDirector
Ashley AverellDirector
Janie PappasDirector
Joan MayerDirector
Lisa BiedermanDirector
Lisbon HardyDirector
Lucy CalhounDirector
Macie NicholsDirector
Marcey BrodersonDirector
Mary BradleyDirector
Millie BrowningDirector
Rosetta RushDirector
Sally WilsonDirector
Sue ChenaultDirector
Susan NealDirector
Theresa WaltonDirector
Lynn SheaCorr. Secretary
Barbour Lee BirminghamPast Corr. Sec.
Anne KrausSecretary
Sally ReiszTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$255,616
Program Service Revenue
$55,182
Investment Income
$49,474
Other Revenue
$17,047
All Other Contributions
$255,616
Change in Net Assets
$-3,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$191,241
Other Expenses$189,356
Total Fundraising Expense$24,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,093$24,424$9,001$108,518
Current Officers, Directors, Trustees, and Key Employees$8,430$36,528$11,239$56,197
All Other Expenses$11,547$23,320$502$35,369
Payroll Taxes$5,755$5,774$1,933$13,462
Other Employee Benefits$6,696$4,734$1,634$13,064
Insurance-$10,232-$10,232
Other Expenses$8,954$995-$9,949
Depreciation Depletion-$6,218-$6,218
Information Technology-$4,366-$4,366
Advertising$3,837--$3,837
Total Functional Expenses$239,697$116,591$24,309$380,597
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copies of form 990 are emailed to members of the governing board”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest statements are obtained annually from all board members at the june board meeting”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation for the executive director is recommended by the personnel committee, reviewed and approved by the finance committee and approved by the board of directors, annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Liberty Hall Inc
EIN
61-0469278
Phone
5022272560
Address
202 WILKINSON STREET, FRANKFORT, KY 40601

Signing Officer

Name
Sharon Cox
Title
President
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Formed
1935
Legal Domicile
Ky
Voting Board Members
23
Independent Board Members
23
Employees
14
Volunteers
50

Preparer

Firm
Summers McCrary & Sparks PSC
Address
110 East Lowry Lane, Lexington, KY 40503
Preparer
Ryan R Laski CPA
Phone
8592648785
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The Organization's homes and related furnishings are considered collections. The Organization has adopted a policy of not capitalizing these same collections in its financial statements. Nevertheless, they are historic treasurers and are the Organization's most significant assets.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Past Corr. Sec.
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,935,750
Liabilities
$42,477
Net assets
$1,893,273
Revenue
$377,319
Expenses
$380,597
Net income
-$3,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.05$2.03$0.41$0.32$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.04$1.89$0.38$0.38$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.33$0.33$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.03$1.92$0.43$0.31$0.12
2014Summary only. Only limited summary data is available for this year.$1.93$0.03$1.90$0.38$0.32$0.06
2013Summary only. Only limited summary data is available for this year.$1.90$0.10$1.80$0.42$0.39$0.03
2012Summary only. Only limited summary data is available for this year.$1.86$0.15$1.72$0.47$0.50$0.03
2011Summary only. Only limited summary data is available for this year.$1.94$0.11$1.83$0.45$0.60$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits